John Marshall Bank
Financial Reporting & Technical Accounting Senior Accountant
John Marshall Bank, Reston, Virginia, United States, 22090
Description
Summary: The Financial Reporting and Technical Accounting Senior Accountant will be directly responsible for supporting the preparation of our Securities and Exchange Commission (SEC) filings and ensuring ongoing SEC Exchange Act reporting requirements are met, as well as assisting with other internal and external reporting matters including monthly management and board reporting, investor presentations, etc.The position will also assist with research over technical accounting and SEC matters and develop whitepapers, policies and procedures, and business requirements as needed.
Essential Functions:
Prepares all SEC filings including Quarterly and Annual Reports on Form 10-Q/K, Proxy Statement, Form 8-K, Form 3/4s and other filings, as required.Prepares the quarterly earnings release and investor presentations, as needed.Assists in review of XBRL tagging.Creates and maintains SEC calendars and planning documents to communicate and manage deadline adherence.Prepares the consolidated financial statements.Prepares the monthly Board of Directors' reports and manages the internal review for these documents.Prepares the allowance for credit losses model and reviews adequacy in accordance with policy.Performs account reconciliations and organizes large volumes of data to create meaningful analysis and trend reports.Performs various monthly and quarterly analyses to assess the bank’s performance and guide executive management decision making.Monitors and ensures timely identification of and compliance with evolving accounting guidance, provides GAAP interpretation and documents issues in a clear, logical, and comprehensive manner.Maintains in-depth knowledge of US GAAP and SEC rules and regulations as well as researches and proposes company positions on complex accounting issues.Researches accounting and financial reporting requirements using all available tools, recommending accounting treatment for complex transactions.Performs disclosure research by reviewing examples of peer company financial statement disclosures.Develops new SEC disclosures and technical accounting memos relating to new or amended accounting pronouncements, significant transactions, etc.Provides support to external auditors during audits and interim reviews. Coordinates requests and manages the flow of information and documentation.Develops, manages, and implements accounting policies and procedures in compliance with US GAAP.Initiates special projects required to meet SEC reporting requirements.Maintains a good working relationship with bank employees.Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department, and in turn the organization.Performs additional duties as assigned.
Requirements
Required Education, Experience and Skills:Certified Public Accountant (CPA) (or progress towards obtaining CPA) - preferredBachelor’s degree in Business, Finance, Accounting or relevant discipline – required.3-5 years of professional experience, prior SEC reporting and/or public accounting experience - preferred.Banking industry experience – preferredExperience with core banking systems and report writing software – preferredExperience with financial reporting technology such as Toppan Merrill – preferredUnquestionable integrity in handling sensitive and confidential information - requiredAbility to work effectively with a team.Quantitative and analytical skills to analyze statistical information, demonstrating proficiency performing data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing.Strong problem-solving, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, and reporting requests, ensuring deadlines are met.Meet deadlines in a fast-paced environment.Resourceful, self-motivated and intellectually curious.Advanced use of Microsoft Excel (to include pivot tables and macros), with the ability to learn and adapt to new technologies quickly.Provide an exceptional level of quality service for internal/external customers; respond to customers' needs, questions and concerns in an accurate, effective, and timely manner.Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills and ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences.
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Summary: The Financial Reporting and Technical Accounting Senior Accountant will be directly responsible for supporting the preparation of our Securities and Exchange Commission (SEC) filings and ensuring ongoing SEC Exchange Act reporting requirements are met, as well as assisting with other internal and external reporting matters including monthly management and board reporting, investor presentations, etc.The position will also assist with research over technical accounting and SEC matters and develop whitepapers, policies and procedures, and business requirements as needed.
Essential Functions:
Prepares all SEC filings including Quarterly and Annual Reports on Form 10-Q/K, Proxy Statement, Form 8-K, Form 3/4s and other filings, as required.Prepares the quarterly earnings release and investor presentations, as needed.Assists in review of XBRL tagging.Creates and maintains SEC calendars and planning documents to communicate and manage deadline adherence.Prepares the consolidated financial statements.Prepares the monthly Board of Directors' reports and manages the internal review for these documents.Prepares the allowance for credit losses model and reviews adequacy in accordance with policy.Performs account reconciliations and organizes large volumes of data to create meaningful analysis and trend reports.Performs various monthly and quarterly analyses to assess the bank’s performance and guide executive management decision making.Monitors and ensures timely identification of and compliance with evolving accounting guidance, provides GAAP interpretation and documents issues in a clear, logical, and comprehensive manner.Maintains in-depth knowledge of US GAAP and SEC rules and regulations as well as researches and proposes company positions on complex accounting issues.Researches accounting and financial reporting requirements using all available tools, recommending accounting treatment for complex transactions.Performs disclosure research by reviewing examples of peer company financial statement disclosures.Develops new SEC disclosures and technical accounting memos relating to new or amended accounting pronouncements, significant transactions, etc.Provides support to external auditors during audits and interim reviews. Coordinates requests and manages the flow of information and documentation.Develops, manages, and implements accounting policies and procedures in compliance with US GAAP.Initiates special projects required to meet SEC reporting requirements.Maintains a good working relationship with bank employees.Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the department, and in turn the organization.Performs additional duties as assigned.
Requirements
Required Education, Experience and Skills:Certified Public Accountant (CPA) (or progress towards obtaining CPA) - preferredBachelor’s degree in Business, Finance, Accounting or relevant discipline – required.3-5 years of professional experience, prior SEC reporting and/or public accounting experience - preferred.Banking industry experience – preferredExperience with core banking systems and report writing software – preferredExperience with financial reporting technology such as Toppan Merrill – preferredUnquestionable integrity in handling sensitive and confidential information - requiredAbility to work effectively with a team.Quantitative and analytical skills to analyze statistical information, demonstrating proficiency performing data analysis to support business decisions through financial modeling, graphical presentation, and analytical writing.Strong problem-solving, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, and reporting requests, ensuring deadlines are met.Meet deadlines in a fast-paced environment.Resourceful, self-motivated and intellectually curious.Advanced use of Microsoft Excel (to include pivot tables and macros), with the ability to learn and adapt to new technologies quickly.Provide an exceptional level of quality service for internal/external customers; respond to customers' needs, questions and concerns in an accurate, effective, and timely manner.Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills and ability to communicate effectively, clearly and persuasively in a variety of settings, formats, and audiences.
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